Tax Associate - Local

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live – Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador – Serve as the local face of TurboTax, actively engaging new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement. Educate and Communicate Confidently – Represent TurboTax in your local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible. Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build trust that turns one‑time transactions into loyal, multi‑year relationships. Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, professionalism, and genuine interest in helping clients achieve financial goals. Interact with customers both in‑person and through Intuit’s video communication tools. What You Get 401(k) Savings Plan with company matching Paid sick time Employee Stock Purchase Plan E&O Insurance provided by Intuit Employee Assistance Program Discounts on Intuit products, including a free copy of TurboTax Live, and ongoing collaboration opportunities. Who You Are Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location. Interest in building a local and online social presence as a TurboTax Associate. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes & Skills Passionate about empowering customers and helping them overcome taxation complexities. Passionate about local community engagement. Entrepreneurial and self‑driven with a business ownership mindset. Exceptional customer service skills, high empathy, friendly and professional demeanor. Excited to be showcased in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast‑paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Compensation Base pay ranges (4th highest requirement: Bay Area, California) $23.70 – $28.00 per hour. (See full table of rates for other regions – Colorado $22.60–$26.70, New York $23.70–$28.00, etc.) This position is eligible for cash bonus, equity rewards, and benefits. Pay is based on job‑related knowledge, skills, experience, and location. Job Details Seniority level: Associate Employment type: Part‑time Job function: Accounting/Auditing and Finance Industry: Software Development #J-18808-Ljbffr Intuit